See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,967 | $67,214+4.1% | $61,491+13.8% | $134,475-48.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.38% | -12.08%-6.3pp | -12.98%-5.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,879 | $4,974-1.9% | $4,246+14.9% | $4,740+2.9% |
| Participant deferral / active EE | $19,730 | $6,103+223.3% | $5,188+280.3% | $6,400+208.3% |
| Admin fee / account holder | $7 | $4,610-99.8% | $4,312-99.8% | $11,426-99.9% |